The issue of buying a home has always crossed our minds at least once. Is this the time to buy a home or is one buying into a bubble? #realestate #homeloan #homeownership basispointinsight.com/Story/Home/hom…

Bank insiders trading the derivatives of their own bank's share is wrong at many levels. My piece on what happened at IndusInd Bank. basispointinsight.com/Story/Home/why… DFS ReserveBankOfIndia #regulatory #banking

1/5 US Embraces Bilateralism: A New Era for Global Trade? Trump 2.0 has officially reset the global trade conversation. April 2 may be remembered as the day the WTO lost relevance. In Bilateralism Trumps Multilateralism, Consuleco explores what it means. 🧵 #GlobalTrade

Don’t Fix Market Volatility; It’s A Feature, Not A Bug #investing #volatility #markets basispointinsight.com/Story/Search/d…

basispointinsight.com/Story/Home/sie… Siemens India #equities

TCS, Infosys, and Wipro are prioritising client retention in a slowing market, focusing on long-term relationships over new deals. It is not about sales growth but being indispensable to the client. Read the full article by Krishnadevan here: basispointinsight.com/Story/Companie…

Will the Supreme Court ruling against JSW Steel provide a leg up for INDIGO Paints bid for AKZONOBEL INDIA? Can Pidilite Industries be the dark horse? basispointinsight.com/Story/Companie…

Are the #markets complacent about #risk basispointinsight.com/Story/Home/don…

Why Infosys must spin off its #AI business into a new company basispointinsight.com/Story/Home/why… #Technology #Strategy

Vodafone Idea’s latest #Legal move could reshape India’s telecom sector. With the govt now holding 49%, Vi is seeking major relief from the Supreme Court. Is this smart survival or a risky bailout precedent? The next chapter will be crucial for market discipline and taxpayers.

Hindustan Aeronautics is recasting itself as India’s aerospace leader, but future growth depends on execution, autonomy, and global credibility. An analysis by Krishnadevan : HAL Is Soaring But Still Tethered To The Ground : basispointinsight.com/Story/Home/hal… #HALFlightPath

1/8 India’s fiscal compact is fraying. Economically stronger states are voicing deep dissatisfaction with how resources are shared by the Centre. Dr C. Rangarajan offers a bold structural response: let states levy personal income tax : basispointinsight.com/Story/Home/let… N R Bhanumurthy

Bridges fall. Tunnels flood. No one is held accountable. India’s infra isn’t just breaking—it’s barely being built right. Sharmila writes for @91BasisPoint: basispointinsight.com/Story/Home/why… #IndiaInfraCrisis #BridgeCollapse #InfraAccountability #PPPFailures #FixInfrastructure

India's Maritime Ambitions, the Jane Street Saga, and the Cost of Aggression 🔹India's #maritime ambitions are quietly charting new waters. Michael Patra poetically writes: with Vizhinjam port welcoming the world’s largest container ship and Vadhavan on the horizon, India may

When Trading Tremors And Policy Fault Lines Collide Markets are showing signs of strain, and not just from volatility. Krishnadevan and Kunal Vajani examine SEBI’s case against #JaneStreet, highlighting what’s at stake when the lines between smart trading and manipulation

Felis Creations & Rohini Nilekani Philanthropies are delighted to share that 𝐍𝐢𝐥𝐠𝐢𝐫𝐢𝐬 – 𝐀 𝐒𝐡𝐚𝐫𝐞𝐝 𝐖𝐢𝐥𝐝𝐞𝐫𝐧𝐞𝐬𝐬, an award-winning documentary film by Sandesh Kadur, will be in cinemas from Friday, July 18th. 🎟️ Tickets on BookMyShow in.bookmyshow.com/movies/bengalu…

How is #informationsymmetry possible when NSE India and BSE India charge steep fees for real-time Level 1, Level 2, Level 3 and tick-by-tick data. The price data is generated by investors. Asking them to pay is counterintutive.#DataFeed #fintech SEBI_Awareness #Regulatory

The day NSE India realises that the index to trade and grow volume is nifty500 [like spx] rather than nifty50 will be an awakening. it will also end manipulation even more due to the broad base

Reimagining India's Chemical Industry: A Call to Aim Higher In an article titled “India’s Chemical Industry Must Stop Settling for Low-Hanging Fruit” by Ishtiyaque Ahmed, Programme Director (Industry & Foreign Investment), NITI Aayog, outlines a bold vision for repositioning

Review of Zbig by the great Peter Osnos cc Evan Osnos